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Zoho Inventory

zoho inventory

Zoho Inventory

Zoho Inventory is an addition to the Zoho CRM apps suite that allows a business to track inventory easily and migrate that data to its Zoho CRM.  With 3rd party store plugins and sales dashboards to boot, what more could you want?

zoho inventory screenshot

Introducing Zoho Inventory Management

Zoho Inventory Management is part of the Zoho suite of business tools, renowned for their user-friendly interfaces and robust functionality. This cloud-based inventory management software caters to businesses of all sizes, from startups to established enterprises.

The Importance of Inventory Management

Before delving into the details, it’s crucial to understand why effective inventory management matters for businesses of all sizes.

To start with, it helps in cost control. Mismanaged inventory can result in unnecessary expenses such as storage fees, write-offs, and obsolescence. By using the right inventory management system, you can optimize your stock levels, reducing carrying costs and increasing your overall profitability.

Furthermore, maintaining accurate stock levels ensures that you can fulfill customer orders promptly. There’s nothing more disappointing to customers than encountering out-of-stock products or facing delays in deliveries. With Zoho Inventory Management, you can maintain optimal stock levels, keeping your customers satisfied.

Moreover, inventory management software provides valuable data insights that facilitate data-driven decision-making. This allows you to track sales trends, identify slow-moving items, and adjust your purchasing and sales strategies accordingly.

The Real Power of Zoho Inventory

Zoho Finance’s inventory management add-on doesn’t just make tracking your sales and products easier; it does improve your business.  With the Zoho inventory management tracking add-on, you can:

  • Increase your sales while lowering overhead.  Zoho’s inventory management module integrates third-party sites like Amazon, Etsy, Shopify, and eBay. As a result, you can increase your brand’s visibility and capture data from all those sales.  Not having to enter extra data into your CRM means you can spend time doing things that can improve your business, like selling more of your products and services.
  • Manage all orders from one location.  With business the way it is today, speed is everything. You or your team can create, modify, and track the status of sales orders directly from inside the app and associate those orders with your products or services.  The app can manage both online and offline orders this way.

zoho inventory tracking

  • Manage inventory with end-to-end tracking.  With Zoho Inventory tracking, you’ll know where all your products are at all times – and, you’ll never lose track of anything again, giving you ultimate peace of mind.  The app also gives handy reminders to purchase inventory and shows exactly which products are running low, so there’s never any guesswork involved with your stock orders.
  • Migrate data to Zoho CRM and Zoho Books.  Inventory integrates seamlessly with both Zoho CRM and Zoho Books, which means you can map all the data associated with your products to their proper places in your customer database and your finance books.
  • Pick between multiple integrated shipping options.  Zoho’s inventory plugin works with a variety of product shipping engines like FedEx, UPS, and DHL, among others.  Therefore, when you have integrated shipping modules, you have access to the latest shipping costs. Additionally, you can track the status of in-transit inventory orders instantly.

Why not just use the inventory component of Zoho Books?

For Zoho newcomers, this question comes up a lot–and for good reason.  Why have a separate inventory app at all if Zoho Books already handles it?  The simple answer is Zoho Books’s inventory module doesn’t quite have the capabilities of Zoho Inventory. The Books’s inventory module would work just fine if you run an e-commerce business selling uncomplicated items that do not need to be modified in any way.  However, if you require bundling, PO- or SO-splitting, light warehouse management, or anything similar, Zoho Inventory is a better bet.

In some cases, you may require custom add-ons to Zoho Finance to fit your ERP needs.  If so, we recommend FieldTech. It’s built by ZBrains on Zoho Creator to accommodate these more advanced needs.

Key Features of Zoho Inventory Management

Multi-Channel Sales: Enables you to manage sales across multiple channels, including e-commerce platforms, brick-and-mortar stores, and online marketplaces. This centralized approach guarantees real-time visibility into all your sales channels.

  • Inventory Tracking: Keep tabs on your inventory levels effortlessly with Zoho Inventory Management. You can set up low-stock alerts, track serial numbers, and even manage batch tracking for items with expiry dates.
  • Order Management: Streamline your order processing with Zoho’s order management features. You can create, edit, and manage orders from a single dashboard, simplifying the fulfillment of customer requests.
  • Supplier Management: Maintain control over your supplier relationships with Zoho Inventory Management. You can manage purchase orders, track supplier performance, and negotiate better terms for your business.
  • Integration Capabilities: Zoho Inventory Management seamlessly integrates with other Zoho applications and popular third-party tools. This ensures that you can connect your inventory management system with your accounting, CRM, and shipping solutions, creating a cohesive and efficient business ecosystem.
  • Inventory Reports: Generate detailed reports on your inventory performance, sales trends, and financials. These insights help you make informed decisions and optimize your inventory management strategies.

The Benefits of Zoho Inventory

Now that we’ve explored some of its features, let’s delve into the benefits that Zoho Inventory Management can bring to your business.

First and foremost, Zoho Inventory Management automates many time-consuming tasks, such as order processing and inventory tracking, thereby freeing up your team to focus on more strategic aspects of your business.

Moreover, automation ensures the accuracy of your inventory records, reducing the risk of costly mistakes that may arise from manual data entry errors.

Additionally, whether you’re a small startup or a large enterprise, Zoho Inventory Management can scale with your business. You can easily add or remove users, expand your product catalog, and integrate additional features as your needs evolve.

Furthermore, by optimizing your inventory levels and reducing carrying costs, Zoho Inventory Management can lead to significant cost savings over time. It also helps you avoid costly stockouts and overstock situations.

Lastly, when you can fulfill orders promptly and accurately, your customers are more likely to be satisfied and become repeat buyers.

Zoho Inventory Management offers a powerful solution for businesses seeking to streamline their operations, cut costs, and enhance customer satisfaction. With its user-friendly interface, robust features, and scalability, it proves to be a valuable tool for businesses of all sizes. Don’t let inventory management challenges hinder your business’s growth. Embrace the power of Zoho Inventory Management and take control of your inventory today. Your bottom line will thank you.

Why choose ZBrains as your Zoho partner?

zoho inventory support

In the world of Zoho, there are many different Zoho CRM consulting firms and Zoho partners you can potentially work with.

Why choose us for your CRM consulting and Zoho add-on needs?

1) Experience

Most importantly, we have many years of experience working with Zoho and all of its apps and add-ons, including the Zoho One suite.  That means that with ZBrains you’re always getting the most up-to-date information and Zoho training practices when you work with us.

2) Other Integrations

Next, we bring other Zoho integrations to the table, including:

    • QuickBooks (for more detailed accounting),
    • and our own custom Executive Dashboards (for measuring overall company health and other important metrics).
    • Also, our engineers build custom integrations to programs of your choice. Your Zoho experience is completely customized. And it takes your business to a place no one else can take it.

3) Advanced Solutions

Finally, if you need something a little more robust than Zoho Inventory does on its own, look no further.  We’ve developed custom Zoho ERP software especially to accommodate those more advanced needs.  For instance, it integrates with the Zoho Finance suite, but can also plug into the CRM or even stand on its own.

You can have all the speed you get from integrating Zoho Inventory with your CRM and the power of integration. This solution means it’s applied to other parts of your business as well!

The possibilities are limitless!


Want to see how to use the Zoho Inventory? Start today!

Now’s as good a time as any to jump in and connect Inventory to Books.  Throw CRM into the mix too, and watch as your efficiency grows by leaps and bounds.  To get started, just contact us and we’ll get back to you as quickly as possible.

The Alternative to Method CRM: Get Started with Zoho CRM Today

Alternative to Method CRM for QuickBooks

alternative to method crm

QuickBooks is a wonderful, easy-to-use accounting system that’s perfect for many small and medium-sized businesses.  As such, it makes sense for businesses to want to integrate their QuickBooks systems into other aspects of their businesses as much as possible in order to save time and reduce overhead for menial tasks like data entry.  There are a few integration options for QuickBooks – most notably Method CRM – but, Method CRM’s dearth of features makes many business owners look for an alternative to Method CRM for a QuickBooks Desktop integration.

The solution to this problem seems to be to implement Zoho CRM instead, as an alternative to Method CRM.

Well, why not go with Method CRM?

alternative to method crm

It’s a good question to ask.  Method Integrations is one of Intuit’s partners, which means the two companies share revenue on Method CRM licenses purchased.  Intuit also provides an integration to Method CRM that is seamless and completely free of charge.  Given that Method CRM’s price per user is only $5 more than Zoho CRM’s per month, it seems like Method CRM users are getting a great deal with the addition of that free integration.  (See the full breakdown in the Method CRM vs Zoho CRM Review.)

But, appearances can be deceiving. This is why you may need to look into an alternative to Method CRM.

What do you get with Method CRM over Zoho CRM?

alternative to method crm

Aside from the aforementioned QuickBooks syncing mechanism, Method CRM users can automatically track all interactions with customers, including calls, services performed, and appointments.  These are fairly standard sales tracking features; Zoho CRM provides all these as well.  Method CRM also uses “unlimited contacts per account” as a selling point – and, while Zoho limits its number of custom fields to 300, it’s doubtful that most companies would exhaust that number of custom fields in their entire CRM, let alone in contact names.

Method CRM integrates with Gmail and Microsoft Outlook, giving its users a variety of email clients to use in conjunction with their CRM service, and also boasts an integration to SmartVault.  Zoho CRM, in turn, also integrates with all these services except SmartVault – but, integrates with DropBox instead, a comparable secure data storage solution.

In short, with Zoho CRM as an alternative to Method CRM, you can get essentially the same services you’d get from Method CRM.

What does Zoho CRM provide that Method CRM doesn’t?

alternative to method crm

The chief difference between Zoho CRM and Method CRM is Method CRM is primarily a traditional customer outreach tool with a few extra bells and whistles, while Zoho CRM provides a great deal of extra functionality.  In essence, this extra functionality – in the form of marketing and social networking tools – is what makes Zoho CRM just as expensive as Method CRM despite its lack of an out-of-the-box integration with QuickBooks.

Why do you need Marketing and Social Networking tools?

Obviously, being able to reach out to your customers and keep track of all your past interactions and sales is absolutely key – in fact, it’s the chief reason you’re using a CRM instead of a spreadsheet.

But, that’s certainly not all there is to a CRM, and unfortunately this is where Method CRM seems to fall short, and the chief reason why you’ll want to consider an alternative to Method CRM when you plug in to QuickBooks.

Why use Social Networking?

Social networking tools connect your CRM directly to platforms; Zoho CRM can connect directly to Facebook and Twitter via built in tabs (and, through Zoho Social, a social post-blasting mechanism, you can connect to LinkedIn and Google+ as well) and monitor social mentions for you, ensuring you stay on top of what your customers (or prospective customers) are saying about you.  This takes you from simply engaging people inside your CRM to engaging them outside your CRM in the social networking world at large – a much bigger universe than your CRM entails by itself.

How about Marketing?

Marketing tools allow for emailing clients and prospects alike directly from your CRM (or from a Zoho add-on called Zoho Campaigns).  This sort of functionality allows you to keep in touch with current clients with special announcements and newsletters, and also allows you to engage prospective clients with fresh content in the form of mass emails or timed auto-responders.  These functions mean increased business for you in the form of:

  • Current customers who can potentially take advantage of special or seasonal promotions you offer, who would have had no way of knowing about those offers without a marketing engine
  • Prospective customers who read your newly generated content and are compelled to do business with you whereas before, when they viewed your site for the first time, they were only curious about you and your services.

Both marketing and social media engines are powerful tools offered by Zoho CRM that simply do not exist inside Method CRM.

But, can you customize Zoho CRM like Method CRM?

alternative to method crm

One great feature about Method CRM is its easy drag-and-drop customization feature for default and custom fields alike.  Bear in mind, however, that you have the same ability to customize your modules with the fields of your choice with Zoho CRM when you consider an alternative to Method CRM – right down to the drag-and-drop.

Are you ready for your business to grow?

Truth be told, social media tools and marketing strategies might not be everyone’s cup of tea.  If you don’t plan to grow your business (e.g., you’re planning to close your business, or your business model is such that growing your client base simply isn’t possible for other reasons) and still want a QuickBooks integration, you may want to look elsewhere.

However, if you do want to engage your customers and prospects in a meaningful way and take advantage of a Zoho CRM QuickBooks integration as an alternative to Method CRM, Zoho CRM is the right choice for you.

The rest of the Zoho family are no slouches, either

In addition to Zoho CRM, using Zoho gives you access to even more software, potentially.  Depending on your use case and the size of your company, it can be even less expensive to get an entire suite of Zoho apps (like Zoho One) than it is to get just the CRM by itself.  The Zoho One suite includes the CRM, of course, but it also sports the aforementioned Zoho Campaigns, Zoho Motivator (a sales motivator tool for competitive sales teams), Zoho Desk (for managing support cases)…and even Zoho Books, an alternative to QuickBooks.  If you ever get to that stage, that is.

Get Started with Zoho CRM as an alternative to Method CRM

Schedule a call with ZBrains by contacting us!  Use the button near the upper right part of this page, or just give us a call at (888) 207-4111.

Zoho Campaigns

Effortlessly Connect with Your Audience using Zoho Campaigns

Leave the Zoho email campaign tutorial to us!zoho campaigns

Our team of Zoho Certified Consultants now offers fully integrated Zoho Campaigns management and development, including expert execution and affordable pricing options for a successful email marketing strategy.

zoho campaigns image 1

Social campaigns are often the first point of contact with potential customers. What is your strategy for educating them on your product and getting them in the funnel? Allowing ZBrains to show you how to manage Zoho Campaigns is the answer to these questions. Having developed, implemented, and managed thousands of social campaigns, our Zoho experts can take your social media channel development to the next level.

While not exhaustive, here is a brief Zoho Campaigns tutorial.  This will go over the purpose of the app; the differences between Campaigns and other, similar Zoho apps; as well as Zoho Campaigns pricing.

What are Zoho Campaigns good for?

You can use Zoho Campaigns for a variety of email marketing efforts, including:

  • Mass emailing – particular lists of clients using lists straight from your Zoho CRM – perfect for company newsletters, promotions, or other important bulk mail memos.  Zoho Campaign templates are particularly useful for this.  Just select any of the library of prefabricated email templates, or create your own in just a few minutes.
  • Creating autoresponders (Zoho drip campaigns) – perfect for a marketing campaign designed to increase engagement steadily and move prospects down your funnel.
  • A/B testing – for when you aren’t sure how a particular marketing effort will perform when put against another.  With Zoho Campaigns A/B testing, you can do just that and see who the true victor is.  Then, you can tailor your next marketing strategies around the result of the more successful campaign.
  • Tracking open and click-through rates, which lets you know exactly how effective your campaigns are – no guesswork!
  • Workflow automation – want to get some Zoho Campaigns automation, so you don’t have to transfer info between Campaigns and CRM?  This is a standard feature, included specifically so certain email actions will update contact records directly inside Zoho CRM.
  • Social campaigns for Facebook, LinkedIn, Twitter, and Google+, letting you automatically post to different social networks – even personal pages – automatically with just a click.  As with email campaigns, the system provides detailed analytics to let you know how your marketing strategy is working at all times.

zoho campaigns email marketing

We understand the pain points of a growing business–the need for more resources, and time, and always feeling understaffed. To boot, Zoho Campaigns can be confusing, tedious, and time-consuming – but, they can be automated AND effective if set up strategically. ZBrains can help create and manage social and email marketing campaigns to educate your customers about new products, company updates, and promotions. Create a big presence with smart email campaign automation to better your current relationships and create more business opportunities. Leave the Zoho email campaign tutorial to us! That way, you can focus on running your business without compromising your marketing efforts.

Should you use Zoho Campaigns or Zoho Social?

There is some overlap between Zoho Campaigns and Zoho Social in the social media campaigns aspect.  If you’re looking for pure social media marketing, Zoho Social is a fine app.  However, if you’re at all interested in email marketing, it is very possible to run social media campaigns directly through Campaigns.  Let us know if you have any questions about the feature overlaps between these two apps.

What about Marketing Automation?

zoho campaigns training

The Zoho marketing stack is designed to encompass every marketing tool they’ve built. Zoho Marketing Automation combines those tools with elements of Zoho Analytics, added a very attractive, and updated the UI. This is Zoho’s answer to HubSpot, Adobe, and Salesforce Marketing Cloud.

While there is still some overlap with Campaigns, Marketing Automation focuses on the entire marketing funnel. First, begin with when people arrive on your website.  It also contains email, customer journey automation, and social media marketing elements.

Zoho Campaigns Pricing

Are you ready to take your email marketing strategy to the next level with Zoho Campaigns? Before diving into the world of this robust email marketing platform, let’s explore the intricacies of Zoho Campaigns pricing. We believe in transparency, so you can make an informed decision about which pricing model suits your business needs best.

Zoho Campaign pricing differs from that of most other Zoho apps in that it’s based on the number of contacts in your system, or emails you send – and not the number of users of the app.  Note too Zoho calls these contacts subscribers, as in subscribers to your mailing list, to be perfectly above the board.

As in most Zoho apps, Zoho offers a free plan for Campaigns, which accommodates sending up to 12,000 emails per month, and up to 2000 subscribers.  Its features, however, are limited, leaving out a variety of tracking abilities, sending attachments, polls, as well as any email workflow automation.  It is also the only version of Campaigns with a user number restriction (only 5).

Zoho Campaigns pricing* methods are as follows:

  1. Email-based pricing
    • 500 emails (250 Contacts) per month: $3.00/mo
    • 1000 emails (500 Contacts) per month: $5.00/mo
    • …and so on.  You can find a price calculator here.
  2. Subscriber-based pricing.
    • 500 subscribers: $4.50/mo
    • 1000 subscribers: $9.00/mo
    • 5000: $39/mo
    • 10,000: $60.75/mo
    • 50,000: $172.50/mo
    • …and so on.
  3. Email Credit-based pricing
    • 250 credits: $7/mo
    • 500 credits: $14/mo
    • 1000 credits: $25/mo
    • 10,000 credits: $173/mo
    • 50,000 credits: $450/mo
    • …and so on.

*Pricing updated June 2021

A note about email credit-based Zoho Campaigns pricing:

Buying email credits in advance rather than simply paying as you go with the email-based pricing is a more expensive option, as the credits you buy this way can roll over into the next month.  Using email credit-based pricing is good for situations when:

  • you aren’t sure how many emails you’ll be sending in a month
  • you want to stock up on credits for times when you know you’ll have a very heavy marketing month, followed by a period of very light marketing

On the other hand, email-based pricing is good when:

  • your monthly email count is fairly consistent
  • you don’t have heavy or light marketing months; it’s all pretty steady so there’s no need to change plans

Why Choose Zoho Campaigns for Your Email Marketing?

Now that you’re well-versed in the pricing options, let’s revisit why Zoho Campaigns is the go-to choice for your email marketing efforts:

  1. Zoho Campaigns is an all-in-one solution that simplifies the entire process of creating, sending, and tracking email campaigns, streamlining your workflow for maximum efficiency.
  2. With its intuitive email editor, crafting stunning email campaigns becomes effortless. Regardless of your design experience, you can create visually appealing emails that resonate with your audience.
  3. Zoho Campaigns offers advanced personalization and segmentation tools, enabling you to tailor your emails to individual preferences and needs. This boosts engagement and customer satisfaction.
  4. You can save time with automation and autoresponders, which cover everything from welcome emails to drip campaigns and cart abandonment reminders.
  5. Comprehensive email tracking and analytics tools allow you to measure the success of your campaigns by providing insights into open rates, click-through rates, conversions, and subscriber behavior.

What do you get through ZBrains?

We understand you have a large variety of options when it comes to picking out a Zoho consultant to help you with Campaigns, CRM, Zoho Desk, or any other apps in the Zoho One platform – and, with that in mind, we’ve gone to great lengths to put ourselves a cut above the rest.

As a Zoho Premium Partner, we offer not only a Zoho Campaigns tutorial and deployment but the very same for Zoho CRM itself and Zoho Creator.  That way, your company has the option of creating its programs and apps through Zoho.  We also offer custom integrations to programs like QuickBooksSage Intacct, Google Apps, and many others.

In short, with ZBrains, you get not only premium CRM consulting but customized plugins that aren’t available anywhere else, which gives you an advantage you simply can’t get anywhere else.

Get started with Zoho Campaigns today

Especially today, keeping your business customer-centric is key.  And, there’s no better way to do that than through good marketing efforts, beginning with email and social.  See how an infusion of good marketing can help your business thrive!

Use this link to schedule a Zoho Campaigns tutorial.  Alternatively, let us know what your whole business looks like and we’ll tell you the best way to make Zoho Campaigns work for you.  We look forward to hearing from you!

Method CRM vs Zoho CRM Review

method crm vs zoho crm reviewmethod crm vs zoho crm review

Good method, or just madness?

This CRM face-off of Method CRM vs Zoho CRM is a little different than most.  Whereas most CRM software systems have a specific use that’s geared toward the size of your business, Method CRM is a little different.  Method CRM is designed purposefully, specifically, to integrate with QuickBooks.  Ostensibly, this (and by proxy its backing by Intuit themselves) is its biggest selling point.

However, Zoho CRM too has the ability to sync data with QuickBooks via QuickBooks CRM integration.  Does that mean it’s as good as or better than Method CRM, though?  Not necessarily.  There’s only one way to settle this…

Round One: The cost (of integration and more)

method crm vs zoho crm review

As one of Method CRM’s claims to fame is its seamless QuickBooks integration, one would expect the program to be quite expensive.  It certainly isn’t free, but, compared to other CRMs on the market, it doesn’t seem so bad.  Zoho CRM, with all its customizable features, clocks in at only a little cheaper:

  • It costs $44 per month to board one user on Method CRM Pro.  To board ten users for a year, you’d pay $5280
  • It costs $35 per month* to board one user on Zoho CRM Professional Edition (PE).  To board ten users for a year, you’d pay $4200

*Pricing updated June 2021

As we see, an extra $1080 in either direction probably isn’t going to make or break your businesses for the convenience of boarding ten users.  And, if you have any doubts, you can go back and see you’re only paying or saving an extra $9 per month per user.

However, the real price difference comes when talking about the integration itself.  Method CRM’s QuickBooks integration comes at no additional cost, whereas Zoho’s QuickBooks integration, while customized to fit the program exactly, costs an additional one-time fee of between $495 and $1295 depending on how many modules you need synchronized, plus a monthly fee of between $49 and $129 depending on the same.

That makes the winner of this round Method CRM by a healthy margin.

Round Two: Tracking your Sales

method crm vs zoho crm review

Keeping track of sales and where customers are in your pipeline(s) are the most important aspects of any CRM system.  Method CRM comes into the game with standard abilities to track calls, services performed, associated appointments, and services performed on individual records.  Method software also boasts self-professed unlimited contacts per company, alleviating a common problem of only having one or two contacts possible per record.  It also comes with standard data importing ability, custom record views, custom reporting, and team selling options.

Zoho CRM comes with many of the same options as Method CRM in this regard: Call and email tracking, appointment and service records, custom data views, importing ability, customized reporting, and team selling options alike.  Rather than infinite contacts per record, Zoho allows a fairly sizable 50 custom fields per module, likely enough to satisfy anyone’s multi-contact cravings (and also add a few useful fields to your standard modules).

One area where Zoho sets itself apart is in its feeds feature.  Feeds turns your CRM into a social network of sorts, allowing for individual record or event tracking (“following”) as well as commenting, for a much more collaborative, project-like CRM experience.  One notable benefit of this feature is that all comments are recorded and easily searchable, making it much easier to find conversations associated with particular records than it would be, say, scanning through your emails.

Aside from feeds, Zoho also features a competitor tracking ability, sales forecast reports, and sales quota tracking.

For these extra features, the sales tracking round goes to Zoho CRM.

Round Three: Any Other Integrations?

method crm vs zoho crm review

By now we know all about Method CRM’s and Zoho CRM’s respective abilities to integrate with QuickBooks, but, surely they can work well with other programs… right?

Well, of course.

Method CRM integrates with Gmail or Outlook giving its users a solution for the arguably most popular email clients.  Method also boasts an integration to SmartVault, numerous VOIP options (for an extra charge), as well as custom apps.

Zoho CRM features integrations with all three email clients as well, plus VOIP and custom apps.  (As with Method CRM, integrated VOIP comes at an extra cost.)  While Zoho CRM doesn’t integrate to SmartVault, it does integrate to Dropbox, which achieves the same effect.

That said, there doesn’t seem to be a clear winner of the integration round of Method CRM vs Zoho CRM.  It’s a tie.

Round Four: To Market Socially or Not to Market Socially…

method crm vs zoho crm review

This round combined social media and marketing integrations and abilities, if only to highlight one interesting aspect of Method CRM: it doesn’t seem to contain any of these.

Zoho CRM, on the other hand, contains out-of-the-box software integration capabilities for both Facebook and Twitter, as well as a built-in CRM tab and a way to monitor social mentions.  On the marketing side, Zoho CRM features web-to-lead capturing ability, plus email templates, a campaign manager, mass emailing ability, and autoresponders.  This is likely enough to get a marketing campaign off the ground, and probably enough to monitor your social networks adequately.

With that, the winner of this round is clearly Zoho CRM, but, this raises an important question for people who are already in love with Method CRM: does a CRM really need social media and marketing integrations in order to be good?  This will be the topic of a future blog post, so, keep your eyes peeled.

(For those awaiting my answer with bated breath… I say yes, without a doubt.)

Method CRM vs Zoho CRM Champion?

method crm vs zoho crm review

This is a tough one.  On one hand, you have Method CRM, which is very straightforward and seemingly light, its main feature being a complete QuickBooks integration.  On the other, you have Zoho CRM, which also integrates to QuickBooks – for a price some may consider hefty – but, in return, packs a host of great features, including some essential ones, that simply can’t be found in Method CRM.  So, how do you decide between Method CRM vs Zoho CRM?

On the basis of needing some of these features in order to run your business properly – and, going off the assumption that eventually you’ll need to purchase some other marketing or social media monitoring service in order to adequately satisfy clients and prospects on those particular channels – this bout goes to Zoho CRM.

Bonus Round: What else do you get with Zoho?

As Zoho CRM consultants, we’re obviously a little biased, but hear us out!  One thing that separates Zoho from a platform like Method CRM, aside from everything we’ve mentioned so far, is that by choosing Zoho, you get access to Zoho’s network of Zoho partners – including us at ZBrains.  Having a Zoho partner along for your CRM deployment means you have a dedicated business partner who can help you by determining the best way to use Zoho.  And, that’s not just the CRM; that can be for many other apps like Zoho Campaigns, Projects, or Desk – anything in the Zoho One suite of apps, in fact.  We can’t personally vouch for Intuit’s support of Method CRM, but with the tools Zoho puts at your disposal, the choice of Zoho partners can be a huge advantage for anyone looking to decide between Zoho CRM and Method CRM.

Why Integrate QuickBooks with Zoho CRM?

Why Integrate QuickBooks and Zoho CRM?

(A Theoretical Journey)

integrate quickbooks

There are many reasons to integrate QuickBooks and Zoho CRM, but, if you’re not so familiar with the capabilities of both programs, those reasons for integrating may not be so obvious.  And, if you’re someone who has done business one particular way for many years, you may not yet realize the importance of connecting business software programs.

In order to illustrate a point…let’s go on a short excursion.

Lousy communication looks like this

integrate quickbooks

It may be cliché, but, in the world of business, it’s nearly always better to work together with your colleagues than to work separately.  Being separated from your fellow workers comes with its share of disadvantages:

  1. Nobody knows what the other is doing
  2. Information has to be relayed between parties (and sometimes a third party) if it wants to get anywhere
  3. Transferring information takes a long time

integrate quickbooks

There’s a common thread connecting these, of course: it’s all about communication.  Not communicating can really slow things down in a business, at times even preventing things from happening entirely.  As a reader of this blog, you’re probably at least somewhat tech-minded, and you’re likely familiar with some effective communication methods as they apply to business.  For example, you probably:

  • Call up a coworker or leave a message in a chat room rather than do nothing when you’re checking in on someone, and you can’t be there in the same room.  This way, your colleagues know you’re trying to communicate.
  • Use a direct route of communicating for important matters–like a shout or a walk down the hallway–rather than tell someone else to pass along a message.  That way, nothing gets lost in translation.
  • Work expeditiously to get your messages across to colleagues, vendors, and everyone else important in your life.  That way, you get your required tasks finished quickly.

These are standard business practices, not to mention life practices.  And, you’re probably nodding your head anticipating something slightly less obvious…

Well, try this notion on for size: in spite of knowing well how to communicate verbal information efficiently in the office, many companies do not use these same principles when thinking about their software programs.

Back to reality: Why integrate QuickBooks and CRM at all?

integrate quickbooks

So, why would you want to integrate Zoho with QuickBooks Desktop or QuickBooks Online?  We can apply the same principles from effective human verbal communication to effective software communication.  Software programs essentially do the jobs people can’t quite do themselves.  For example, a CRM remembers countless lines of data; QuickBooks tracks all your company’s finances.

It follows, then, that not integrating software programs creates situations similar to those created when people aren’t integrated properly in the workplace:

  1. One program doesn’t know what the other is doing
  2. Information needs to go through a not-always-compatible third party to get anywhere, and that sometimes corrupts data
  3. The transfer of information is unnecessarily slow

Programs these days…

Just as technology has increased communication in humans dramatically over the past years, technology has done the same for software programs.  Many programs that previously had no connective capability are now built especially for integration.  Rather than have the three situations above, with integrated programs you have something much more effective:

  • Programs “knowing” what each other is doing
  • Information going through a specially-designed electronic corridor
  • Much quicker transfers of information, sometimes instantaneous

So, why integrate QuickBooks with Zoho CRM, specifically?

integrate quickbooks

Now that we know basically why it’s better for humans to work together than not, and why it’s better for software programs to integrate in order to do the same, we should be able to glean why it’s good to integrate QuickBooks and Zoho CRM:  Communicating efficiently is better than communicating slowly, or, not at all.

But, what are some specific things that QuickBooks and Zoho can communicate between each other?

  • Accounts and Contacts: If you have a record of someone in your CRM, chances are you’ll want to either pay them for services or goods, or charge them for your own, by having a record of that person in QuickBooks.  Or, you’ll want to transfer that record from QuickBooks to your CRM so you can add additional notes on that person.
  • Invoices, Quotes, Sales Orders, Purchase Orders:  The same ideas from above apply here.  Use your CRM to take detailed notes on purchases, and use QuickBooks to collect payment.
  • Vendors: Again, synchronicity allows for detailed tracking in CRM and actual payments in QuickBooks.

When you integrate QuickBooks with Zoho CRM, you eliminate countless hours of manual data entry; you also ensure communication between the two programs.  For example, you can turn Quotes in Zoho into Invoices in QuickBooks at the push of a button.  That means no more having to manually enter order details.

 

 

 

Zoho CRM vs Salesforce: The Ultimate Comparison by ZBrains

salesforce vs zoho crm reviewsalesforce vs zoho crm review

Who’s the bigger force to be reckoned with?

With so many different CRMs available today, all with different specs, you’re bound to be a little bogged down if you try to absorb too much at once.  With that in mind, we’re going to pit just two against each other today: Salesforce vs Zoho.

When comparing features of Salesforce vs Zoho, it’s important to keep in mind the different versions of the two products.  Tags like “Professional Edition” and “Enterprise Edition” can be misleading, as standards obviously vary between companies.  In this case, the closest thing to Salesforce’s Professional Edition isn’t Zoho’s own Professional Edition, but their Enterprise Edition.

Anyhow, without further ado, let’s dive right in and figure out who wins in Salesforce vs Zoho

The Salesforce vs Zoho CRM Review

salesforce vs zoho crm review

Round One: The Cost

This is a chief concern for many business owners when picking out any software programs.  Let’s take a look by making the simplest calculation possible: price per user.

  • It costs $50 per month* to board a single user on Zoho CRM EE. *Pricing updated June 2021
  • It costs $100 per month to board a single user on Salesforce CRM PE*. 

For companies only boarding a few users, this sort of cost won’t be a big deal, understandably.  But, when considering boarding ten users – or twenty of them – the cost per user becomes a much more important factor.

  • Cost per year to board ten Zoho CRM EE users: $5000
  • Cost per year to board twenty Zoho CRM EE users: $10,000
  • Cost per year to board ten Salesforce CRM PE users: $10,000
  • Cost per year to board twenty Salesforce CRM PE users: $20,000

In this case, the trend is clear: it costs twice as much to board the equivalent number of Zoho CRM EE users on Salesforce CRM PE, making Zoho the winner of this round of Salesforce vs Zoho.

Logically, the next thing you’ll want to do after comparing prices is see exactly what features you’ll get for the prices.  That process is a little more involved than just looking at a couple of numbers, so we’ll divide it into a few rounds by category.

 salesforce vs zoho crm review

Round Two: The Sales Automation

One of the big reasons you’re looking into buying a CRM in general is so the program will keep track of certain things for you.  Like, for example, your different leads, contacts, opportunities, and the like.  Both Salesforce CRM PE and Zoho CRM EE pack a similar list of features, including competitor tracking, catalogs, and sales forecasts.

One notable feature Zoho packs that Salesforce does not, however, is feeds.

Feeds allows users to keep track of updates to certain leads, opportunities, or other activities; users can even leave comments on those activities, much like one would on a social network.  This aspect alone gives Zoho an edge, although the rest of the sales automation features in Zoho are quite similar to the ones in Salesforce.

By just a nudge, Zoho wins this round as well.

salesforce vs zoho crm review

Round Three: The Social Aspect

Being able to interact with customers on social media is very important, especially in today’s business environment.  Both Salesforce PE and Zoho EE come into this round prepared for social battle, sporting Twitter and Facebook integrations, and Salesforce adding a LinkedIn plugin.  Zoho makes up for its lack of LinkedIn with a social tab (to more easily monitor Facebook and Twitter entries) and a way to monitor social mentions, but, with LinkedIn as a big a player as it is in the business space, this round belongs to Salesforce.

Round 3A: Integrated chat options

I would be remiss if I didn’t mention that both Salesforce and Zoho have integrated website chat options.  In both Live Agent (Salesforce’s platform) and SalesIQ (Zoho’s), users can wait for visitor questions to roll in, or engage visitors directly via chat box.  (This feature works particularly well for members of a Sales team or a Customer Support team.)  Since Live Agent and SalesIQ are very similar, however, their inclusion doesn’t factor into the final decision.

salesforce vs zoho crm review

Round Four: The Inventory Management

Another great quality of many CRMs is their ability to track inventory.  That said, not all inventory management systems are created equally… Inventory management is where Zoho CRM EE really shines against Salesforce CRM PE; while Salesforce can track Sales Quotes, Products, and Price Books, Zoho can track those three categories of items plus Sales Orders, Invoices, Vendors, and Purchase Orders.  In addition, Zoho has an integrated order procurement and fulfillment option.  In this case, the unquestionable winner is Zoho.

salesforce vs zoho crm review

Salesforce vs Zoho CRM BONUS ROUND: Integration

The ability to integrate is another absolutely vital part of modern businesses, as integrated systems can save time and money.  Even if an integrated program doesn’t end up lowering costs, the potential for time savings can make up for that.

This round is no contest, though.  Zoho was built with integration in mind; users of the program can also access MS Office, MS Outlook, Gmail, Google Apps, QuickBooks Desktop – and, they can access Zoho CRM and modify records entirely from mobile devices.  Salesforce packs a few of those options – notably, integrations for QuickBooks, Gmail, Google Apps, and MS Office; however, some of the integrations are only offered for a higher cost.

On the subject of integrations, it bears mentioning that, like Salesforce, Zoho comes with a whole suite of apps and add-ons that can integrate with the CRM.  Zoho’s offering, called Zoho One, is a suite of over 40 programs – and the number grows nearly every month.  The entire suite, which includes CRM, Zoho Books, Zoho Desk, and a project management app, is just $45/user/mo, a far cry from similar offerings from Salesforce.  With Zoho already coming up with a lower total cost without the extra charges for certain integrations, Zoho wins this round as well, far and away.

Zoho CRM vs. Salesforce: Similarities & Differences

Zoho CRM and Salesforce are two well-known customer relationship management (CRM) software packages that provide a variety of capabilities to assist organizations in managing their customer connections, sales processes, and marketing initiatives. They have certain similarities but also significant differences. To better understand the similarities and differences between Zoho CRM and Salesforce, let us compare and contrast them:
1.Editions and pricing:
  • Zoho CRM:  Zoho CRM offers a variety of editions, including a free edition for up to three users, as well as paid editions with additional features and functionality, such as Zoho CRM Plus. The pricing is generally more affordable, making it suitable for small and medium-sized businesses.
  • Salesforce is well-known for its extensive customizability. It offers a strong foundation for developing custom apps, processes, and integrations using Apex, its own programming language, and declarative tools such as Process Builder and Lightning App Builder. Salesforce is thus highly scalable and well-suited to organizations with complicated business processes.
2.Specifications and functionality:
  • Zoho CRM: Contact management, lead tracking, email integration, sales forecasting, social media integration, and analytics are just a few of the capabilities available with Zoho CRM. It also includes modules for email marketing and customer assistance, such as Zoho Campaigns.
  • Salesforce: Salesforce provides a variety of capabilities that span CRM, sales, marketing, and customer service. Through its care Cloud, it provides lead management, opportunity tracking, email automation, reporting and dashboards, workflow automation, marketing automation, and customer care functionality.
3.User Interface and Usability:
  • Zoho CRM: Zoho CRM offers an easy-to-use user interface. It provides a consolidated view of client data, allowing users to easily access contact information, activity history, and associated records.
  • Salesforce: Salesforce’s user interface is highly flexible and can be adjusted to meet unique user requirements. However, the interface, particularly for beginning users, can be confusing and daunting. The latest user interface, Salesforce Lightning, offers a more modern and streamlined experience.
4. Ecosystem and Integration:
  • Zoho CRM: Zoho CRM interfaces with a wide range of third-party apps and services, such as email marketing platforms, accounting software, and productivity tools. It also offers its own set of business applications, such as Zoho Books and Zoho Projects, that can be combined for complete business management.
  • Salesforce: Salesforce has a large ecosystem of third-party integrations as well as a dedicated AppExchange marketplace. It has a large developer community and may be integrated with a variety of popular programs such as marketing automation tools, collaboration platforms, and ERP systems.

Unparalleled Performance: Unveiling the Value of Zoho CRM

When evaluating the ideal CRM solution, Zoho CRM emerges as a strong contender, offering a suite of features that seamlessly align with your organizational goals. From robust lead management and streamlined workflow automation to comprehensive analytics that yield actionable insights, Zoho CRM is customized to enhance your business operations holistically.

Why Zoho CRM Prevails: A Closer Look

  • Tailored Solutions: Zoho CRM recognizes the diversity of business requirements, hence offering customizable interfaces and adaptable modules. This ensures that your CRM experience is a reflection of your unique needs.
  • Seamless User Interface: Navigating intricate functionalities becomes a breeze with Zoho CRM’s intuitive dashboard. The user-friendly design empowers teams, enhancing their efficiency and overall productivity.
  • Affordability, No Compromises: Zoho CRM stands out for its affordability without compromising on capabilities. Experience the full spectrum of CRM tools without stretching your budget, setting it apart in the market.
  • AI-Powered Insights: Gain a competitive edge with AI-driven analytics from Zoho CRM. Unearth patterns, predict trends, and make well-informed decisions propelling your business towards exponential growth.
  • Harmonious Ecosystem Integration: Zoho CRM seamlessly integrates with a suite of Zoho applications, establishing a unified ecosystem that streamlines operations across your organization. This synergy fosters collaboration and maximizes efficiency.

In the compelling face-off between Salesforce and Zoho CRM, the latter emerges triumphant in addressing the multifaceted needs of modern businesses. With its tailored approach, intuitive interface, budget-friendliness, AI-infused insights, and ecosystem integration, Zoho CRM emerges as the definitive choice for enterprises poised to achieve unparalleled success.

 

salesforce vs zoho

Conclusion?

Of course, this report doesn’t extract every single detail from both Zoho CRM Enterprise Edition and Salesforce CRM Professional Edition.  However, the overview of the few features outlined gives prospective users an idea of what to expect.

What this report does not do is detail the exact look and feel of each UI, nor does it mention the methods of online or phone support plans or CRM consulting services offered, since those tend to be judged more subjectively.

The real object is to get you to make your own decision between Salesforce vs Zoho.  While Zoho may be a cheaper option with more features, you may be looking into something more, still.  You might prefer something lighter than Zoho CRM Enterprise Edition–or lighter than Salesforce Professional Edition.  In any event, hopefully this post helps in your search for the CRM that’s most appropriate for your own business.

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Zoho VOIP Integration: Boosting Your Inside Sales Efficiency

integrated voip

When you’re running an outbound call-based inside sales business, time is everything.

In fact, the phrase “time is money” probably doesn’t ring more true in many types of businesses.  Your salespeople have a singular task of reaching as many potential customers as possible, so, every second they spend off the phones (mental health breaks notwithstanding, sure…) is a second they aren’t selling.  That’s a second your company isn’t earning!

Even with that in mind, a shocking number of these kinds of businesses don’t use an integrated calling system.  They dial numbers the old-fashioned way, manually – whether from an online list or even from a phonebook.

This wastes time needlessly.  But, many business owners simply aren’t aware of a better way of going about things: integrated VOIP.  Essentially, an integrated phone system bridges the gap between CRM and telephone, and, this saves a great deal of time with processes that were traditionally a little cumbersome, like, entering phone numbers manually and navigating through many different programs to record notes.

Integrated VOIP at a glance

integrated voip

Imagine these scenarios possible with integrated VOIP:

  • Your salespeople are able to make calls with just a push of a button on their keyboards.
  • When your salespeople make calls, special software cross-references dialed numbers with numbers inside your CRM and automatically pulls appropriate notes and call history.
  • When your team members receive incoming calls, the software pulls up the same notes and call history.
  • Your salespeople can record notes inside this special software while on the phone, and the software records those notes to your CRM.

All this is possible with existing technology: that is, an integrated VOIP program.

The chief objective of using any integrated systems, including an integrated VOIP program, is to save time.  That said, an integrated VOIP saves times in a number of ways:

  1. By pressing a single key instead of dialing an entire phone number, your sales team members can save a fraction of a minute on every single call.
  2. By having a program automatically recall notes and call history, your sales team members can save at least a minute searching for notes manually on each call.
  3. By having this same program automatically record notes into your CRM, each sales team member saves an additional minute they’d ordinarily spend navigating inside your CRM, perhaps through multiple screens.

Consider Zoho VOIP Integragtion for the time you get back every day

integrated voip

For a business that needs its sales team members to make hundreds of calls per day, this is absolutely invaluable.  In fact, if team members saved just one minute per call and only made 60 calls per day,those team members would gain an entire hour of time per day.  What could all of your sales team members do with an extra hour?

Already sold on the idea?  Try an integrated VOIP solution from Zoho

Zoho’s integrations with VOIP software pack all the features listed above, plus much more.  Let us show you a little more about it on this Zoho unified communications page.  By integrating VOIP with your Zoho CRM in particular, you get all the benefits of the integration combined with everything good about Zoho CRM.  And, there’s a lot that’s good!

For even more help with Zoho and its various other integrations, including one for Zoho CRM and QuickBooks, don’t hesitate to give us a call at (888) 207-4111.

For other Zoho concerns, including how to get CRM training, Zoho support, or Zoho consulting packages, see the links provided or contact us by clicking the button in the upper right corner of your screen.

Moving off Spreadsheets and onto a CRM

The Benefits of Switching from Spreadsheets to CRM for Your Business

There comes a time in every person’s life when he must abandon his training wheels and go forth into the night on just two of them.

zoho crm

As a very young person, you may have thought this was absolutely ludicrous.  Why abandon the safety of the training wheels?  (Maybe you saw a sibling get into an accident and it scarred you for a while.)  Whatever the reason, you may have held out for a while, but, when you finally got up the nerve to go out on two wheels – or, into the pool without water wings – or, onto the street in your car without a supportive parent in the passenger seat – it probably felt much better than you thought it would.  Much more freedom!  Many more possibilities.

And, so it is with your business.

For years, you may have been dealing with your customers in a very simple way, just keeping track of them on a spreadsheet you periodically update.  Maybe that’s just the way it’s always been.  Maybe you tried learning a different way of managing your contacts before, and it didn’t take for one reason or another.  But, that’s the way it is for now.

What if there was a better, more streamlined way of reaching out to and keeping track of your customers and prospects, though?  The very possibility of this can be a lot to take in, especially for someone who’s used to doing the same thing day in and day out.  But, the fact that you’re reading a tech blog – and, this blog post – means you’re probably open to the idea of it.

What does a spreadsheet do?

[caption id="attachment_723" align="alignleft" width="350"]zoho crm (other than cramp your style, obviously)[/caption]

The thing about spreadsheets is they’re very passive.  If you want a spreadsheet to tell you a piece of information, you have to pull a few strings, write a few formulas, and make it happen yourself.  Your record-keeping must be very precise, and, the spreadsheet probably demands a lot of your attention, and will keep on doing so in higher quantities as your business expands.

Moving through a sales cycle is a tedious, manual process, comprised of many copy+pastes and cross-references with other documents (or programs, if you use an inventory management system or QuickBooks).  Calling customers is completely manual, and, taking notes can be quite messy.  When it comes time to email those customers, you’d better have a special folder set up for correspondence, too, or else say goodbye to ever finding customer records without knowing what you talked about before – so you can enter search terms into your email client.

In short, spreadsheets are great if you’re keeping track of just a little data, not needing to modify it or move it very much…

zoho crm

But, is your business small and simple?

If you’re reading this, I have a hunch it isn’t, or, it’s reached the point where it’s about to break out…with a little help from a customer relationship management system – a CRM.

What does a CRM do?

Essentially, a CRM is like a spreadsheet in that it can certainly list all of your contacts, leads, and other records; however, it’s equipped to help you manage all sorts of business scenarios with a little more finesse.  For example, filtering certain leads or contacts (so, for example, you’re only looking at clients who have birthdays this month), which is impossible with a spreadsheet, is easy with a CRM.

Want to move someone from one category to another in your database?  It’s as easy as clicking a button, or, selecting an option from a drop-down menu.

zoho crm

Keeping track of past correspondence with customers, one of the best parts of having a CRM at your disposal, is suddenly second-nature, as all your notes appear on the same page as your contact, complete with dates, a sales history, and, of course, all the requisite contact info.  With a CRM, taking notes is as easy as typing what you want and pressing OK.

Even the act of calling customers itself, historically a manual task, can become nearly automatic with calendar reminders and integrated calling features within a CRM, as well.

Data security is much better with CRM, as opposed to spreadsheets

Have you ever been entering information in your spreadsheet, when suddenly – poof – a column disappears?  Or, it disappeared minutes ago and you aren’t sure when, and you don’t know how many CTRL+Zs it will take to get anything back?  With spreadsheets, being vigilant is a constant struggle.  One great thing about CRM is fields are protected, and you have to verify info before saving it.  This means there’s virtually no chance of accidentally mass-deleting 1000 phone numbers.  Sure, this may not be a problem if you’re a super-human, methodical worker.  But, most people aren’t perfect.  And, people tend to become less perfect as their workloads increase.  Which is what you’re trying to do with your business, hopefully.  So, why not use something that in essence catches your mistakes?

CRM improves security in another way too, however, by restricting or granting access to certain data modules (tables) or fields based on permission level.  Of course, you can solve this problem in spreadsheets by simply creating multiple sheets.  But, like all things related to using spreadsheets, it simply isn’t a sustainable solution in the long run.  It’s better to have a system that allows for creating system users that can be added or deactivated at will, and whose permissions can be changed easily, with just a few clicks.

[caption id="attachment_3553" align="alignright" width="300"]spreadsheet vs crm wheel spokes Just like this![/caption]

You can use CRM as your hub, and connect different spokes at will

Everything else notwithstanding, one of the best parts of having a CRM is the ability to connect other apps to it, hands down.  There’s only so much you can reasonably track in a CRM itself – and, there’s only so much you’ll want to give your sales staff access to.  But, with other apps to track things like customer orders and invoices, project statuses, and the like, you can give yourself and your sales team a 360-degree view of any given customer, so they know just how to react whenever that person gives you a call.  And, they’ll know just how to market to that person when it comes time to do so.

With great spreadsheets come great paper waste

Well, maybe not all the time.  But, if you’re using a spreadsheet – something that inherently doesn’t connect to anything else in the business – you’re probably making some kind of waste.  It’s likely you’re either sending loads of emails back and forth, or you’re printing out physical documents to send to accounting.  Having a CRM eliminates the need for any of that.  Of course, sometimes printing physical documents is harder to avoid, like in the case of warehouse pick sheets when employees don’t have access to mobile devices – but, in most cases, CRM drastically helps in this area.

Are you ready to do away with the training wheels?

The first step to eliminating a problem is at least admitting the existence of one.  You may be satisfied with your way of contacting clients at the moment.  But, can you imagine the difference without being encumbered by the manual labor of a spreadsheet?

Take off those extra wheels and explore the two-wheeled world – by taking a look at some CRMs!  You’ll probably find it’s a lot easier to get around, you can go a lot faster, and, you get a lot more done at the end of the day.

As Zoho consultants, we’re happy to give you a training of Zoho CRM, an intuitive, simple CRM solution, as it applies to your style of business – with all the Zoho support you need, to boot.  If you’d like to explore apps other than Zoho CRM, too, that’s no problem.  Zoho One is packed full of apps aside from the CRM, and they are all related or integrated to each other.

In a Zoho Bind? Zoho Consultants Can Help

In a Zoho Bind?  Zoho Consultants Can Help

Zoho CRM is certainly renowned for its great customization options – but, with all that power comes a good bit of responsibility too, and, sometimes it’s enough to make you want to hang up your hat.  Almost makes you wish you knew a few Zoho consultants…

zoho consultants

We completely get it!  That’s one of the reasons we’re here.

We founded ZBrains because we know trying to get Zoho and all its apps to behave exactly how you want them to can sometimes be difficult – and, we love showing Zoho users ways to use the programs to do not only your bidding, but, eventually, to do things you wouldn’t have even thought possible before.

What can Zoho Consultants do to help?zo

Chatting with Zoho consulting experts isn’t just about following commands (unless you like being back in high school).  We’d rather sit down with you and talk about the nature of your business.  That way, we’ll know exactly what you can expect out of Zoho, and, you’ll know what’s possible for your unique business model.

As Zoho consultants, we can then train you in as many aspects of Zoho as you want, including Zoho CRM, uncovering all the little tips and tricks you might need to make your life easier, but none of the ones that won’t serve you.  Then, we can introduce you to special Zoho apps like SalesIQ, Campaigns, MarketingHub, and Social, designed to give your customers a more interactive experience with your brand.

Think you’ll need even more?  Let us know and we can even implement Zoho for you with one of our special plans.  We’ll go through your whole business process to ensure Zoho fits in.  And, we can even show you where Zoho can improve your processes themselves.  Rest assured we’ll do all the heavy lifting for you.

Do you need Zoho to do something a little more specialized?

We’re called ZBrains not only because of our Zoho product knowledge, but because we create plugins for Zoho that you won’t find anywhere else.  For example:

Are these Zoho Consultants the same as Zoho Support?

zoho consultants

They aren’t!  Zoho is a large company, and, while they would love to be able to serve everyone with lightning speed, it isn’t always possible. With ZBrains, you get local support from a leaner, meaner company.

That said, getting your whole team on the same page (and even in the same room) for a support or training session can be troublesome – so, we coordinate training sessions you and your whole team can see via shared screen, making sure not to leave any stones unturned.  As well, Zoho support plans are available for spur-of-the-moment requests, bugs, and other issues that sometimes arise.

Zoho Consultants are ready to help!  Get started today

You shouldn’t have to sit on the bench while your team toils with a new system; you can empower them by investing time in the right training.  Simply contact us or call 888-207-4111, and we’ll be in touch with you shortly to have a discussion about your business and how Zoho can work for you to make it all run smoothly.

Need Zoho Help? Try a Zoho Consultant

Need Zoho Help?  Try a Zoho Consultant

Zoho CRM is one of the most customizable systems around – but, sometimes all those options can leave your head spinning.

zoho consultant

We understand!  That’s why we’re here, actually.

We founded this company because we understand wrestling with Zoho can be a bit of a challenge – and, we’d love to show you ways you can use it to not only do what you’d expect it to do, but, eventually, in ways you probably hadn’t thought of before.

What can a Zoho consultant do for you, anyway?

Being a Zoho consulting expert isn’t just about giving you orders.  We’d rather sit down with you and talk about the nature of your business.  That way, we’ll know exactly what you expect out of Zoho.

We then walk you through your entire Zoho CRM system, showing all the tips and tricks you might need, and none of the ones that you don’t.  As well, we can introduce you to special Zoho arms like SalesIQ, Zoho Campaigns, and MarketingHub.  You may even choose to use a whole suite such as Zoho One or CRM Plus.

The questions you have can be as simple or complex as necessary; as Zoho consultants, we’re fully prepared to answer any question or delve into any issue you may have, and, if we can’t figure it out, we’ll dive right in and troubleshoot the problem.

Need Zoho to do something unique?

We call ourselves ZBrains not only because we know Zoho products, but because we develop add-ons for Zoho that you can’t find anywhere else.  For example:

As well, we provide integrations to Sage Intacct, and many online shopping carts.

How about training and support?

zoho consultant

Getting everyone on the same page can be a little tricky – and, that’s why we coordinate training sessions you and your whole team can see, so we make sure not to leave any stones unturned.  As well, we offer Zoho support plans for spur-of-the-moment issues and other problems that may arise.

As with general consulting questions, a training session for Zoho can be as simple or detailed as you need it to be.  A variety of businesses can use Zoho CRM.  For that reason, a great variety of questions, issues, and scenarios can and do arise.  If you have a complex business scenario you need help solving with Zoho CRM, we’ll either let you know how to do it by walking you through it or we’ll build you an integration that can take care of it for you.  Or, if you need a whole slew of ERP functionality, we’ll show you FieldTech, an ERP suite built on Zoho Creator.

Get started with a Zoho Consultant today

Don’t leave yourself stranded on the sidelines while your team struggles with a system that isn’t working for them; you can empower yourself and your team with specialized training.  Call 888-207-4111, or simply contact us, and we’ll be in touch with you shortly to discuss your business with you.

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